+95.6%
AXP vs PINS
-55.2%
+150.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.4% | -1.0% |
| 7D | +0.4% | -0.7% | +1.0% | +0.5% |
| 30D | +7.0% | -1.2% | +8.2% | +7.1% |
| 3M | -6.6% | -15.3% | +8.7% | -4.0% |
| 6M | +3.5% | -11.2% | +14.6% | +4.7% |
| YTD | -11.2% | -23.6% | +12.4% | -8.3% |
| 1Y | -10.2% | -23.1% | +13.0% | -7.4% |
| 3Y | +120.0% | -36.0% | +156.1% | +126.0% |
| 5Y | +95.6% | -57.2% | +152.7% | +93.2% |
| All | +95.6% | -55.2% | +150.7% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling